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REEF INVESTMENT MANAGEMENT

Business and Investment Profile

The REEF INVESTMENT MANAGEMENT is a privately held investment adviser that advises $234.32mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. REEF INVESTMENT MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 108.91% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.62 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2600 N ASHTON BLVD. SUITE 200, LEHI, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 1 investment and 12 non-investment staff. The total number of Employees increased by 116.67% over the last 5-years.

Asset Profile

Their $234.32mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $234.32mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Traditional LBO and Multi Strat, representing 68.25%, 21.91% and 9.85% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $182.98mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

REEF INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: REEF INVESTMENT MANAGEMENT

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Keywords: Reef Investment Management, Reef
Generated 2026-09-12T06:51:55.8668755.  © 2026 Convergence.